In the Documents tab, you can view all documents available in the agreement. When an agreement is version-aware, you can view the latest version of a document and click the expand icon to view older versions. You can also delete a document or multiple documents based on the user or profile permission. You can configure the columns that are visible on the Documents tab.
The following screenshot shows the Documents tab.
The Documents tab must be configured by your administrator to view the Documents tab. For more information, see Configuring Documents Tab in Lightning.
To delete a document
Select one or multiple documents to enable the Delete button.
When an agreement is version-aware, you can select only the latest version of a document. When you delete the latest version of a document, all the versions of that document are deleted.
- Click Delete.
To configure the columns
- Click the settings icon ( ) to configure the fields to view the Select Fields to Display popup.
- To add a new column, select a field from the Available Fields and click the icon to move the field to Visible Fields.
- To remove a column, select a field from the Visible Fields and click the icon to move the field to Available Fields.
- To reorder the columns, click or .